Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
White Falcon Capital Management Balkar Sivia, CFA | “Unity Software runs two tightly linked businesses: Create Solutions, its real-time 3D engine used to build games and interactive experiences where it has a leading share in mobile game creation; and G” | BULL | Q1 2026 Apr 20, 2026 | View Pitch |
The Heptagon Kettle Hill US L_S Equity Fund Portfolio Manager | “Unity Software performed well due to its Vector ad platform gaining traction. Although the manager temporarily exited due to overbought conditions, they re-entered following a stock pullback, positive channel checks, and a major partnership announcement with Epic Games.” | BULL | Q4 2025 Dec 31, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
